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February 2023 by Marf Göesdadog
Most people have to take time to reflect on where they went wrong when their lives fall apart and I'm fortunate to know the exact moment... "Welcome to Rise Wealth Management...". It might be too late for me but learn from my loss and Ignore these other fake reviews and run or you might find yourself in the tent next to mine, trying to open a can of fancy feast with frozen fingers and warm memories of how it used to be.
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December 2022 by robert stengel
Dedicated employees and inviting atmosphere.
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December 2021 by Lea Stabler
Troy has taken good care of two very important people in my life. He is articulate, thoughtful, and attentive to what is important to those he serves.
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December 2020 by Doran Dal Pra
I just recently transferred a ROTH IRA over to Rise from a previous broker. I worked with Justin Hall and his team and couldn't be happier! I don't know a lot about investing and wealth management, and Justin sat down with me and gave me a ton of great information, walked me through some basic steps, and has stayed in communication the entire time. It made this honestly intimidating process so much easier. Highly recommended!
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December 2020 by Jim Krull
We have worked with three different advisors over the years prior to working with Charlene & Bob. They were all very good. With Ameriprise however Charlene & Bob have taken it to the next level. They always seem to be a step ahead of us, are totally responsive and reassuring when it comes to our financial wellbeing. Would strongly recommend them to anyone looking for a trusted resource as they work towards financial and retirement goals.
